I've initiated a position in $FSLY (Fastly)
Fastly delivered a strong Q1 2026 with record revenue of $173 million, up 20% YoY, beating expectations.
Edge workloads are gonna increase like crazy. Edge compute (reported as "Other" revenue, primarily Compute + Observability) grew 67% YoY in Q1 2026.
Network services and security were up 11% and 47% respectively.
The company raised full-year 2026 guidance to $710–$725M revenue (~15% growth) and non-GAAP EPS of $0.27–$0.33
Remaining Performance Obligations (RPO/backlog) hit a record $369 million, up 63% YoY!
Last Twelve Months Net Revenue Retention for Fastly as of Q1 2026 is 113%!
With increase in edge workloads I think this stock is gonna do really well. Not financial advice. DYOR
$OUST
I have yet to look at the chart but my first thought is that I see it getting shilled a ton right now, just like I saw $AAOI shilled a lot at the top (probably by the same accounts) so you know....